User Administration
Prerequisites to Manage Users
List of necessary requisites to manage users in BotReady:
- Technical user group, authorized to manage and administrate Robots.
Note: You can find information on how to configure the groups of access permits in Section: Administrator Guide - Group Administration
Security – User Management
Access
In order to access the user management section, you must select the corresponding option on the application menu; on the upper left margin, access the drop-down menu, go to Security, and select the User Management option.
### User Query In the *User Management* section, you may search, create, modify and enable/disable users. ![](/assets/en/UsersAdministration_02.png) #### Search Filters * **Login**: User search filter by Login. * **Domain User**: User search filter by domain user. * **Last and First Name**: User search filter by the user's last and first name. * **Assigned Group**: User search filter by assigned group. * **Enabled**: User search filter by status. ##### Available Actions * **Search Button**: It executes the user search based on the applied filters. * **Add Button**: It provides access to the Registering a User screen. - It accesses the User Editing section. (See subsection Editing a User) - It disables the BotReady user.(See subsection Deleting a User)
- It removes the filters loaded in the screen.
Registering a User
To register a user, you must:
- Fill out the required fields on the User Data section.
- Assign the groups of permits from the Assign to Groups section.
- Confirm the registration by selecting the Save button.
User Data
On the User Management screen, once you click on the Add button, the system displays the following screen: Insert User. The system displays by default the USER DATA tab, in which you may fill out the following fields:
- Login
- Last Name and First Name
- Domain User
- Password
- Repeat Password
- Phone
- Enabled
> **Note**: The fields highlighted in red are required to register the user. The remaining fields are not mandatory. > **Password Characteristics**: The password field must: >* Be at least 8 characters long >* Include a lower case letter >* Include an upper case letter >* Include a special character >* Include a number #### Assign to Groups To complete the user parameterization and assign the corresponding permits, you must access the **ASSIGN TO GROUPS** section of the user registration tab. The system will identify the available groups, the groups of permits and the groups of Robots assigned to the user. > **Note**: You can find information on how to configure the groups of access permits in Section: *Administrator Guide - Group Administration* #### Available Actions ##### Save User Once the data of the USER DATA and ASSIGN TO GROUPS tabs are complete, you may save the changes by clicking on the Save button. After this action, the system displays a confirmation message: If you click on the **Yes** button, the system proceeds to register the user by displaying it in the grid on the **User Management** screen. If you click on the **No** button, the system goes back to the **Insert User** screen. ##### Cancelling the Registration This action can be performed in two ways. By clicking on the button or on the button After this action, the system displays a confirmation message: If you click on the **No** button, the system goes back to the **Insert User** screen. If you click on the **Yes** button, the system goes back to the **User Management** screen. ### Editing a User To edit a user, you must click on the Edit button on the grid of the User Management screen. After this action, the system displays the Edit User screen. The system displays by default the USER DATA tab, in which you may modify the following fields: If you click on the **Assign to Groups** tab, you will be able to edit the available groups, the groups of permits and the groups of Robots assigned to the user. #### Available Actions ##### Save Changes Once the data of the USER DATA and ASSIGN TO GROUPS tabs are complete, you may save the changes made by clicking on the **Save** button. After this action, the system displays a confirmation message: If you click on the **Yes** button, the system proceeds to update the user by displaying it in the grid on the **User Management** screen. If you click on the **No** button, the system goes back to the **Edit User** screen. ##### Cancel the Editing This action can be performed in two ways. By clicking on the button or on the button After this action, the system displays a confirmation message: If you click on the **No** button, the system goes back to the **Edit User** screen. If you click on the **Yes** button, the system goes back to the **User Management** screen. ### Deleting a User To delete a user, you must click on the Delete button on the grid of the **User Management** screen. After this action, the system displays the following message: If the user clicks on the **No** button, the operation gets cancelled, and the user continues to appear on the grid. If the user clicks on the **Yes** button, the user gets deleted from the grid.